投研早报丨市场展望：近期值得关注的代币一览/Solayer 即将推出 SVM 原生跨链桥，有何不同之处/LDO 单周大涨 60%+，ETH 系「太子」终于要价值发现了？
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投研早报丨市场展望：近期值得关注的代币一览/Solayer 即将推出 SVM 原生跨链桥，有何不同之处/LDO 单周大涨 60%+，ETH 系「太子」终于要价值发现了？<a href="https://substack.chainfeeds.xyz/p/solayer-svm-ldo-60eth" rel="nofollow">内容来源</a><hr><a href="https://chainfeeds.substack.com/" rel="nofollow"><img src="https://static.fwimg.io/img/feed/b2eaa29be3ce3765a63fefff08e60a8a.jpg" alt="https://chainfeeds.substack.com"></a>

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Research Morning Brief | Market Outlook: A List of Tokens Worth Noting Recently/Solayer to Launch Native Cross-Chain Bridge SVM, What Makes It Different/LDO Surges Over 60% in a Single Week, Is the <ETH> Ecosystem's "Crown Prince" Finally Discovering Its Value?

Investment Research Morning Brief | Market Outlook: A List of Tokens Worth Noting Recently/Solayer to Launch Native Cross-Chain Bridge SVM, What Makes It Different/LDO Surges Over 60% in a Week, Is ETH's "Crown Prince" Finally Discovering Its Value?<a href="https://substack.chainfeeds.xyz/p/solayer-svm-ldo-60eth" rel="nofollow">Content Source</a><hr><a href="https://chainfeeds.substack.com/" rel="nofollow"><img src="https://static.fwimg.io/img/feed/b2eaa29be3ce3765a63fefff08e60a8a.jpg" alt="https://chainfeeds.substack.com"></a>

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In the crypto world, what truly determines victory is never code, but the interplay between liquidity, power, and regulation. The rise and fall of BUSD is not merely a tragic tale of a stablecoin, but a financial war waged by exchanges attempting to "unify the world."

When BUSD was thrust onto the historical stage, it carried not only a compliance narrative, but also Binance's ambition to reshape the stablecoin order through coercive measures—by manipulating exchange rates and merging trading pairs, directly swallowing competitors' liquidity into its own ledger.

The "automatic conversion" of 2022 was a textbook example of a blitzkrieg; and 2023...

The Rise and Fall of Binance's Dominance: From BUSD's "Unification" to $U's "Conquering the World"—The Stablecoin Wars

Source: Galaxy Research; Translation: Jinse Finance xz
Bitcoin's closing price in 2025 is expected to be roughly the same as the level at the beginning of the year.
The cryptocurrency market experienced a genuine bullish wave in the first ten months of this year. Regulatory reforms continued to advance, ETFs continued to attract funds, and on-chain activity became increasingly active. Bitcoin hit an all-time high of $126,080 on October 6th.
However, the market failed to deliver the expected breakthrough after the initial frenzy; instead, it experienced rotation, repricing, and rebalancing. This was driven by factors such as unmet macroeconomic expectations, a shift in investment narratives, leveraged margin calls, and massive...

Galaxy: 26 Predictions for the Crypto Market in 2026

SWIFT, a global payments giant, has made progress on integrating a blockchain-based ledger into its payment network. According to the announcement, it has collaborated with global banks to design feat...